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Client onboarding tutorial

Feature Requests

It would be great if there was a tutorial video we could share with our client regarding how to use the platform, it is not intuitive that htey need to actually click on the images to see description and the carousel requires a bit of scrolling to get to.

Posted by Daniella Hoffer Interiors ·
1 comment

This request was merged into another request

Comments1

  • Karen Hattan

    •

    Aug 14, 2025

    My clients do not understand how to log on, how to use it. You all make such great tutorials for us designers, PLEASE make a tutorial on how Clients can use Design Files. How to log on

    • what website to go to and how to use their email and password, just as if they are checking things in their bank account they go to the website and log in, it’s the same with Design Files

    • once there, tour around, showing where to find things, especially tricky things like Retainers, as my clients can never find their Retainers

    • also let them know that if they have no invoices, there will not be an “Invoice” tab at the top (or Attachments, or Contracts, etc)

    • how to use Project Discussion, as well as the little speech bubble next to products

    etc